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Get Institutions for : 
First Trust Enhanced Short Maturity (FTSM)  
$59.69 0.00 (0.00%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 385    9
Total shares held : 
 88,279,733  
% of shares held : 
 10.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -100  
Amount of shares held : 
 -3,586,337  
% of shares held change : 
   -0.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.44  
Last Quarter's Ending Price : 
 $59.66  
Last Quarter's Average Price : 
 $59.61  
Change from last quarter's     
avg. price to the last closing  : 
0.08 (0.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 822,099
 0.93%
 
Increased Positions :
107
 5,137,266
 5.82%
 
Unchanged Positions :
56
 1,851,092
 2.1%
 
Decreased Positions :
198
-8,799,423
-9.97%
 
Closed Positions :
33
-746,279
-0.85%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 251 - 2023-12-31 13,959,266 $832,810,000 -547,701
   WELLS FARGO & CO/MN 157 - 2024-03-31 8,175,036 $487,396,000 -476,603
   LPL FINANCIAL CORP 85 - 2024-03-31 8,038,412 $479,250,000 -461,940
   UBS Group AG 191 - 2023-12-31 4,404,465 $262,770,000 -206,529
   BANK OF AMERICA CORP /DE/ 552 - 2023-12-31 3,396,308 $202,624,000 -357,703
   Advisor Group Holdings Inc. 59 - 2024-03-31 2,217,151 $132,191,000 -498,178
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 118 - 2024-03-31 1,970,442 $117,478,000 -269,918
   TUCKER ASSET MANAGEMENT LLC 1 - 2023-12-31 1,334,127 $79,594,000 -33,359
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 52 - 2024-03-31 1,331,768 $79,400,000 -167,267
   MULTIFINANCIAL SECURITIES CORP 12 - 2023-12-31 1,173,790 $70,028,000 -64,349
   RAYMOND JAMES & ASSOCIATES 381 - 2024-03-31 954,781 $56,924,000 -203,152
   STIFEL FINANCIAL CORP 259 - 2023-12-31 947,178 $56,509,000 -303,317
   COMMONWEALTH EQUITY SERVICES LLC. 231 - 2024-03-31 831,739 $49,588,000 -352,571
   IFP Advisors Inc 2 - 2023-12-31 732,844 $43,721,000 -153,073
   ENVESTNET ASSET MANAGEMENT INC 689 - 2023-12-31 689,497 $41,135,000 -264,571
   MARINER WEALTH ADVISORS, LLC 198 - 2023-12-31 683,790 $40,795,000 -121,723
   GRADIENT INVESTMENTS LLC 26 - 2024-03-31 591,977 $35,294,000 -16,711
   MANCHESTER FINANCIAL INC 3 - 2024-03-31 547,075 $32,617,000 -20,715
   Kestra Advisory Services LLC 83 - 2023-12-31 474,547 $28,311,000 -34,350
   Baird Financial Group Inc. 262 - 2023-12-31 466,383 $27,824,000 -175,210
   Avestar Capital LLC 7 - 2024-03-31 371,988 $22,178,000 -140,703
   Steward Partners Investment Advisory LLC 68 - 2023-12-31 359,617 $21,455,000 -38,522
   FINANCIAL NETWORK 186 - 2023-12-31 337,131 $20,113,000 -13,720
   Goss Wealth Management LLC 118 - 2023-12-31 327,829 $19,587,000 -30,023
   Atria Wealth Solutions Inc. 89 - 2023-12-31 325,941 $19,479,000 -236,232
   PARK NATIONAL CORP /OH/ 44 - 2024-03-31 326,489 $19,465,000 -21,687
   AJ WEALTH STRATEGIES LLC 27 - 2023-06-30 299,599 $17,799,000 -744,085
   Cetera Investment Advisers 139 - 2023-12-31 291,167 $17,371,000 -66,127
   Simplicity WealthLLC 45 - 2024-03-31 272,664 $16,256,000 -11,519
   KESTRA PRIVATE WEALTH SERVICES LLC 61 - 2024-03-31 268,488 $16,007,000 -14,054
   Triumph Capital Management 1 - 2024-03-31 265,678 $15,837,000 -29,690
   BB&T CORP 468 - 2023-12-31 263,771 $15,737,000 -7,846
   Pine Valley Investments Ltd Liability Co 14 - 2024-03-31 250,057 $14,950,000 -82,369
   1776 WEALTH LLC 4 - 2024-03-31 231,149 $13,781,000 -12,918
   INTL FCSTONE INC. 12 - 2024-03-31 229,917 $13,764,000 -7,622
   Capital Investment Advisory Services LLC 10 - 2024-03-31 227,576 $13,568,000 -308
   FSC Wealth Advisors LLC 2 - 2024-03-31 213,278 $12,716,000 -5,916
   ORBA Wealth Advisors L.L.C. 1 - 2024-03-31 212,029 $12,641,000 -416
   CITIGROUP INC 798 - 2024-03-31 208,079 $12,406,000 -14,572
   LAKE STREET FINANCIAL LLC 9 - 2024-03-31 206,259 $12,297,000 -22,747
   OPPENHEIMER & CO INC 113 - 2024-03-31 198,440 $11,831,000 -28,124
   HPM Partners LLC - 2023-12-31 196,264 $11,709,000 -71,854
   Gladstone Institutional Advisory LLC 27 - 2023-12-31 194,526 $11,605,000 -13,081
   Foundations Investment Advisors LLC 74 - 2023-12-31 166,638 $9,953,000 -21,816
   Cassia Capital Partners LLC 4 - 2024-03-31 158,856 $9,471,000 -176,648
   MML INVESTORS SERVICES LLC 392 - 2023-12-31 157,466 $9,394,000 -168,142
   Ellsworth Advisors LLC 3 - 2024-03-31 155,871 $9,304,000 -2,779
   GDS Wealth Management 48 - 2024-03-31 155,275 $9,257,000 -238,179
   CI Private Wealth LLC 539 - 2024-03-31 155,203 $9,253,000 -25,964
   JANE STREET GROUP LLC 982 - 2023-12-31 154,143 $9,196,000 -106,245
   Synergy Financial Management LLC 17 - 2024-03-31 141,141 $8,415,000 -25,605
   Nilsine Partners LLC 22 - 2024-03-31 130,569 $7,785,000 -6,087
   COMERICA BANK 503 - 2023-12-31 125,981 $7,516,000 -2,027
   NATIONAL ASSET MANAGEMENT, INC. 114 - 2023-12-31 122,008 $7,280,000 -19,779
   MILLENNIUM MANAGEMENT LLC 1633 - 2023-12-31 113,593 $6,777,000 -13,751
   Financial Enhancement Group LLC 33 - 2024-03-31 112,205 $6,698,000 -71,667
   We Are One Seven LLC 60 - 2023-12-31 111,892 $6,675,000 -80,021
   Luken Investment Analytics LLC 12 - 2024-03-31 106,521 $6,351,000 -55,392
   WCG Wealth Advisors LLC 60 - 2023-12-31 105,305 $6,282,000 -86,155
   TOWNSQUARE CAPITAL LLC 185 - 2023-12-31 100,725 $6,009,000 -53,421
   Petix & Botte Co 21 - 2024-03-31 95,460 $5,691,000 -96,740
   Insight Advisors LLC/ PA 8 - 2024-03-31 95,159 $5,673,000 -1,642
   GPS Wealth Strategies Group LLC 18 - 2024-03-31 93,278 $5,561,000 -6,651
   Stratos Wealth Partners LTD. 227 - 2024-03-31 90,552 $5,399,000 -6,151
   NewEdge Wealth LLC 153 - 2024-03-31 90,065 $5,368,000 -12,309
   DAVIDSON D A & CO 269 - 2023-12-31 88,477 $5,279,000 -1,867
   Moloney Securities Asset Management LLC 28 - 2024-03-31 84,150 $5,017,000 -4,918
   Snowden Capital Advisors LLC 140 - 2023-12-31 83,993 $5,011,000 -10,633
   Ameritas Advisory Services LLC 87 - 2023-12-31 77,986 $4,653,000 -92,048
   Feltz Wealth PLAN Inc. 72 - 2024-03-31 74,620 $4,449,000 -698
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 311 - 2023-12-31 72,004 $4,296,000 -145,734
   ADVISORY SERVICES NETWORK, LLC 246 - 2024-03-31 70,689 $4,214,000 -6,887
   Kinloch Capital LLC 5 - 2023-12-31 69,879 $4,169,000 -4,138
   YALE CAPITAL CORP 96 - 2024-03-31 64,465 $3,843,000 -2,510
   Integrated Wealth Concepts LLC 282 - 2023-12-31 63,986 $3,817,000 -234,005
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 77 - 2024-03-31 63,929 $3,811,000 -91,939
   CWM LLC 473 - 2024-03-31 61,236 $3,651,000 -13,549
   Castle Rock Wealth Management LLC 17 - 2023-12-31 56,910 $3,398,000 -4,338
   WAYNE HUMMER INVESTMENTS L.L.C. 64 - 2024-03-31 56,800 $3,386,000 -16,110
   RFG Advisory Group LLC 143 - 2024-03-31 56,227 $3,352,000 -2,271
   SYNOVUS FINANCIAL CORP 254 - 2023-12-31 51,077 $3,048,000 -70,107
   Mutual Advisors LLC 198 - 2024-03-31 50,253 $2,996,000 -5,787
   Keebeck Wealth Management LLC 59 - 2023-12-31 49,605 $2,959,000 -7,085
   STEPHENS INC /AR/ 318 - 2023-12-31 48,896 $2,917,000 -11,643
   BELLEVUE ASSET MANAGEMENT LLC 13 - 2024-03-31 46,994 $2,802,000 -14,137
   Naviter Wealth LLC 59 - 2024-03-31 46,332 $2,774,000 -143,005
   Cornerstone Wealth Management LLC 99 - 2024-03-31 46,313 $2,761,000 -2,786
   Good Life Advisors LLC 85 - 2024-03-31 43,785 $2,610,000 -3,666
   GUARDIAN WEALTH ADVISORS LLC / NC 39 - 2023-12-31 42,867 $2,557,000 -2,999
   Paul Damon & Associates Inc. 13 - 2024-03-31 42,760 $2,549,000 -36,638
   Scarborough Advisors LLC 22 - 2024-03-31 42,035 $2,506,000 -1,072
   WELCH & FORBES LLC 175 - 2024-03-31 41,125 $2,452,000 -4,747
   Resources Investment Advisors Inc. 296 - 2024-03-31 40,252 $2,400,000 -11,259
   Fortis Group Advisors LLC 56 - 2024-03-31 38,145 $2,274,000 -19,666
   NATIONAL BANK OF CANADA /FI/ 866 - 2023-12-31 37,700 $2,250,000 -99,300
   San Luis Wealth Advisors LLC 18 - 2024-03-31 36,047 $2,149,000 -122,894
   BlueChip Wealth Advisors LLC 20 - 2024-03-31 36,008 $2,147,000 -14
   Continuum Advisory LLC 83 - 2023-12-31 35,767 $2,134,000 -6,669
   PRINCIPAL SECURITIES INC. 265 - 2024-03-31 35,287 $2,104,000 -7,604
   Prostatis Group LLC 20 - 2023-03-31 35,178 $2,093,000 -8,393
  100 Records found
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